Northwestern Mutual Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680M | Buy |
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|
2025
Q1 | $540M | Buy |
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|
2024
Q4 | $482M | Buy |
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|
2024
Q3 | $439M | Buy |
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|
2024
Q2 | $379M | Buy |
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|
2024
Q1 | $322M | Buy |
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|
2023
Q4 | $266M | Buy |
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|
2023
Q3 | $227M | Buy |
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|
2023
Q2 | $224M | Buy |
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|
2023
Q1 | $200M | Sell |
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|
2022
Q4 | $193M | Buy |
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|
2022
Q3 | $180M | Buy |
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|
2022
Q2 | $180M | Buy |
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|
2022
Q1 | $177M | Buy |
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|
2021
Q4 | $168M | Buy |
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|
2021
Q3 | $147M | Buy |
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|
2021
Q2 | $143M | Buy |
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|
2021
Q1 | $124M | Buy |
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|
2020
Q4 | $111M | Buy |
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|
2020
Q3 | $95.8M | Sell |
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|
2020
Q2 | $90.9M | Buy |
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|
2020
Q1 | $73.7M | Buy |
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|
2019
Q4 | $67.1M | Buy |
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|
2019
Q3 | $57.9M | Buy |
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|
2019
Q2 | $52.5M | Buy |
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|
2019
Q1 | $43M | Buy |
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|
2018
Q4 | $34.5M | Buy |
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|
2018
Q3 | $27.2M | Buy |
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|
2018
Q2 | $23.2M | Buy |
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|
2018
Q1 | $20.6M | Buy |
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|
2017
Q4 | $17.1M | Buy |
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|
2017
Q3 | $13.5M | Buy |
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|
2017
Q2 | $9.93M | Buy |
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|
2017
Q1 | $3.56M | Buy |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $396K | Buy |
|
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|
2016
Q1 | $223K | Buy |
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|
2015
Q4 | $13K | Sell |
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|
2015
Q3 | $42K | Buy |
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|
2015
Q2 | $15K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $56K | Buy |
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|
2014
Q3 | $28K | Sell |
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|
2014
Q2 | $38K | Buy |
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|
2014
Q1 | $27K | Sell |
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|
2013
Q4 | $63K | Hold |
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|
2013
Q3 | $57K | Buy |
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